Chartered Financial Planner

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Fellow of the Personal Finance Society

Fellowship is the highest designation awarded by the Personal Finance Society. It demonstrates that an adviser has achieved the ultimate benchmark of professional standard, knowledge, and ethical commitment in financial planning.

Craig Paterson

Director & Chartered Financial Planner
01357 521281
FCA Register
Qualifications
Certificate in Financial Services

This route develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.

DipPFS – Diploma in Financial Planning

This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.

Level 3 Award in Long Term Care Insurance

This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

Cert CII (ER) – Certificate in Equity Release

The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

R07 – Advanced Mortgage Advice

Description: Advanced Mortgage Advice develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and the ability to give appropriate mortgage advice to clients with complex needs and circumstances.

Cert CII (MP) – Certificate in Mortgage Advice

The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

Level 3 Award in Financial Administration

This RQF level 3 award provides the essential knowledge and skills needed by those working in administrative and operational life or pensions roles. The Award offers the choice between life or pensions administration, each satisfying the FCA qualification requirements for overseers of certain administrative life and pensions functions.

AdvDipIP – Advanced Diploma in Financial Planning

This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

CertCII (Life and Pensions) – Certificate in Financial Planning

The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

Level 4 Diploma in Regulated Financial Planning

This level 4 diploma meets the FCA’s qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

CertPFS (DM) – Certificate in Discretionary Investment Management

The RQF Level 4 Certificate in Discretionary Investment Management develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.

Statement of professional standing

At your service

As a Chartered Financial Planner and Fellow of the Personal Finance Society, Craig works with individuals, families, and business owners, specialising in retirement planning, investment advice, Inheritance Tax and trust planning, and financial planning for those who value long-term, proactive advice. He has been offering regulated financial advice for 14 years and joined Murray Paterson in 2018.

At Craig's leisure

Away from work, Craig is happiest spending time with his wife Rachael, their son Leo, and Fern, their sprocker spaniel. A lifelong music lover, he played in an almost-successful band in his twenties and still picks up the guitar whenever family life allows.

On an ideal weekend, where would we find you?

With my family, probably getting some food, walking the dog and finding somewhere decent for coffee.

What’s the most rewarding part of your job?

Supporting clients through difficult moments and seeing financial advice genuinely improve their lives.

What do you enjoy most about financial planning?

Problem-solving. I enjoy bringing together investments, tax planning, pensions and estate planning into one clear strategy.

What are three small things that make your day better?

Coffee, dogs, and sunshine.

What was the first album you bought?

Stereophonics — Performance and Cocktails.

What qualities do you value in people?

Respect, empathy, and not taking themselves too seriously.

Now get to know Alistair

Craig makes up one half of our family-run firm. Next, discover Alistair’s experience, ethos, and expertise.

Alistair Paterson

Alistair Paterson

Director & Financial Planner

Your next step

Whether you are planning ahead, facing change, or seeking a clearer view of your finances, we are here to help you look forward to your future.

01357 521281

info@murraypaterson.co.uk

    Chartered Financial Planners

    Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
    Murray Paterson
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